Sanlam Group
Job Purpose
The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Partner Absa (GPA) Investment Channel strategy.
This role will be responsible for servicing Johannesburg and surrounding areas.
Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
Targets and inflows
Service an existing GPA supporting Intermediary client base
Source and introduce new Intermediaries to Glacier
Support and collaborate with all the relevant Broker Corporate Businesses and Independent Intermediary businesses
Attract new business and increase retention of existing investment business for the GPA Local, Glacier International, Structured and Guaranteed Products
Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
Ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)
Growing the business
Develop and implement a business plan for the GPA (sales volumes, investment education and training, marketing, and client services – administration, digital usage of GPA system, and growing the support base)
Implementing an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and the various product and service provider
Knowledge and education
Train, educate, and develop the Intermediary’s and Intermediary’s support staff on all GPA (Local | International | Structured Products | Guaranteed Products)
Train and facilitate the use of GPA’s digital strategy/tools and EI.
Supply accurate investment, product, fund, services and investor information
Facilitate or identify Intermediary needs – technical information, technology, reporting and developing a profitable practice
Marketing and Sales initiatives
Support investment projects and campaigns (marketing support)
Participate in investment product implementation (presentations, product development & client service support)
People Practices
Co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)
Qualifications and Experience
Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
CFP
Fais exam is advantageous
At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
Supporting and developing of intermediary (IFA) practices
Proven Sales related success and track record
Technical knowledge about retail investments, retail investment industry
Valid drivers’ license and own reliable vehicle
Competencies
Client focus (client-centricity)
Strong relationship building ability
Collaborates
Cultivates Innovation
Being resilient
Drive Results
Leadership / Management Skills
Effective written and verbal communication and presentation skills
Entrepreneurial Skills
Ability to work under pressure
Lateral thinking and problem-solving capabilities
Educating people capabilities
Attributes
Positive, can-do attitude with high self confidence levels
Passion and high-performance orientation
Honesty, integrity and respect
Ability to work independently and within a team
Persuasive
What will make you successful in this role?
Qualification and Experience
Degree or Diploma with 5 years related sales experience.
Knowledge and Skills
Strategic sales and client retention and acquisition planning
Drive sales and profitability
Expense, risk and compliance management
Partnership, network and new markets development
Management of Employees
Personal Attributes
Persuades – Contributing through others
Manages complexity – Contributing through others
Business insight – Contributing through others
Decision quality – Contributing through others
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